Chapter 81 Mark
Mark is a new tool that adds power and convenience for updating records:
• update locked records, such as paid invoices
• select records to update with ctrl-click, command-click, shift-click, or select-all using ctrl-a or command-a
• click Mark button to show the menu of choices, like Sent, Closed, etc.
Mark Invoices
Mark lets you mark invoices as Sent, quickly. Command-click or Shift-click to select Invoices you want to change. Then click Mark and select Sent.
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Pictured, some invoices were found and the Sent column displayed by clicking Add(+) and selecting Sent (now at the top).
Next, the invoices to change are selected by Command-click or Shift-click (for a range).
Then, click Mark and choose Sent to mark the selected invoices as sent.
Mark is a shortcut and works for locked and protected records. To remove Sent use Update to change Sent to No.
Unlock Unmark
Mark lets you mark invoices as Sent. The option to mark them as Unsent is hidden. To use Unsent, turn on Unlock Unmark in your Employee card, Access tab.
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To allow a person to use the Un-Do options in the Mark menu:
1. Go to their Employee card to the Access tab
2. Under Special Access click the checkbox for Unlock Unmark
3. Click OK to save changes to their Employee card
Mark Deposit
Mark lets you mark items for Deposit using a Cash Drawer. To use this feature you must be using Stores.
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Add Shipment
Add Shipment lets you enter Tracking, which is normally entered by your connection to UPS or FedEx. It sets Shipping Status to "Shipped" and sets Tracking to the entry provided. This information is used for Notify features, which automatically send these entries to your customer.
Turn on Add Shipment in the Company card, Control Options tab by checking the box for Enable Add Shipment. (7138)
Mark Closed
Closed finalizes an order, cancelling any open items, and locking it to prevent changes.
Big Business 13 adds a new Closed option in the Mark menu on Orders. This lets you change a batch of orders at once. Shift-click to select a range and click Mark, Closed.
Mark Unclosed
Orders can be un-closed using Mark Unclosed. If an order was is Closed, it will return to being Placed, Partial, or Filled. Open Qtys will be restored and Allocations set.
First you must give an employee access to the Unmark options, which include:
• Unclosed for Orders
• Unsent for Invoices
• Order Type for Orders and Invoices
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Mark Fixes
Mark is an advancing tool and prone to regression bugs, where a new change breaks an existing feature. Mark appears on the Deposit tool to automatically select items for Cash Drawer to simplify separating multiple drawers. The error pictured occurs when you click on Mark on the Deposit and do not have a Cash Drawer.
This error is fixed for Big Business 13.48 and 14.11.